Civic Intelligence

Katherine Lilly Conroy Charitable Trust FBO

EIN 22-2756407 • Litchfield, CT

PO Box 578Litchfield, CT 06759-0578
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$4,343

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

38th percentile

-0.9%

Faster asset growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

84%

Faster revenue growth than 86% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$566,160

Down $5,141 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$566,160

Down $5,141 (-0.9%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin22nd percentile

Revenue

Up

$35,370

Up $16,112 (+84%) from 2023

Expenses

Up

$40,428

Up $3,457 (+9.4%) from 2023

Net Income

Up

-$5,058

Up $12,655 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $626,336Liabilities 2011: $02011Assets 2012: $638,388Liabilities 2012: $02012Assets 2013: $648,082Liabilities 2013: $02013Assets 2014: $639,351Liabilities 2014: $0Net Assets 2014: $639,3512014Assets 2015: $623,344Liabilities 2015: $0Net Assets 2015: $623,3442015Assets 2016: $587,618Liabilities 2016: $0Net Assets 2016: $587,6182016Assets 2019: $648,880Liabilities 2019: $02019Assets 2020: $613,903Liabilities 2020: $0Net Assets 2020: $613,9032020Assets 2021: $651,638Liabilities 2021: $0Net Assets 2021: $651,6382021Assets 2022: $589,350Liabilities 2022: $0Net Assets 2022: $589,3502022Assets 2023: $571,301Liabilities 2023: $0Net Assets 2023: $571,3012023Assets 2024: $566,160Liabilities 2024: $0Net Assets 2024: $566,1602024

Highlighted filing

2024

Assets$566,160
Liabilities$0
Net Assets$566,160
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $39,647Expenses 2011: $36,841Net Income 2011: $2,8062011Revenue 2012: $49,021Expenses 2012: $35,204Net Income 2012: $13,8172012Revenue 2013: $51,734Expenses 2013: $40,200Net Income 2013: $11,5342013Revenue 2014: $18,267Expenses 2014: $40,582Net Income 2014: -$22,3152014Revenue 2015: $23,471Expenses 2015: $39,195Net Income 2015: -$15,7242015Revenue 2016: $4,583Expenses 2016: $36,317Net Income 2016: -$31,7342016Revenue 2019: $16,519Expenses 2019: $33,376Net Income 2019: -$16,8572019Revenue 2020: $14,991Expenses 2020: $50,025Net Income 2020: -$35,0342020Revenue 2021: $79,787Expenses 2021: $42,193Net Income 2021: $37,5942021Revenue 2022: -$15,511Expenses 2022: $46,647Net Income 2022: -$62,1582022Revenue 2023: $19,258Expenses 2023: $36,971Net Income 2023: -$17,7132023Revenue 2024: $35,370Expenses 2024: $40,428Net Income 2024: -$5,0582024

Highlighted filing

2024

Revenue$35,370
Expenses$40,428
Net Income-$5,058
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$566,160
Liabilities
$0
Net assets
$566,160
Revenue
$35,370
Expenses
$40,428
Net income
-$5,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.35$0.40$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.19$0.37$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.16$0.47$0.62
2021Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.80$0.42$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.15$0.50$0.35
2019Summary only. Only limited summary data is available for this year.$6.49$0.00$0.17$0.33$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.05$0.36$0.32
2015Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.23$0.39$0.16
2014Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.18$0.41$0.22
2013Summary only. Only limited summary data is available for this year.$6.48$0.00$0.52$0.40$0.12
2012Summary only. Only limited summary data is available for this year.$6.38$0.00$0.49$0.35$0.14
2011Summary only. Only limited summary data is available for this year.$6.26$0.00$0.40$0.37$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION SAVINGS BANKTrustee-$4,343-$4,343
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE FIRST CONGREGATIONAL CHURCHUNRESTRICTED GENERALPCWASHINGTON, CT, US$34,585
Filing and Contact Details

Filer

Filer Name
Katherine Lilly Conroy Charitable Trust Fbo
EIN
22-2756407
Phone
3367478186
Address
PO BOX 578, LITCHFIELD, CT 06759-0578

Signing Officer

Name
Kathleen Vanormer
Title
Vice President
Phone
3367478186
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young U S Llp
Address
1828 WALNUT ST SUITE 04-100, Kansas City, MO 64108
Preparer
Brandon Jones
Phone
8164745200
Raw XML Appendix332 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013 NORTH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LITCHFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006759
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0UNION SAVINGS BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02038306813
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034585
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OF WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN MICHELLE GORRA TREASURER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006793
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034585
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035748
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012766
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03407
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035940
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0192
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012766
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012574
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0755
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CURRENT YEAR INCOME POSTED TO NEXT YEAR
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1671
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR YEAR INCOME POSTED TO CURRENT YEAR
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/Amt1204
TaxesSchedule/TaxesDetail/Amt2100
TaxesSchedule/TaxesDetail/Amt355
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt355
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN VANORMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03367478186
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE LILLY CONROY CHARITABLE TRUST FBO
ReturnHeader/Filer/BusinessNameControlTxt0CONR
ReturnHeader/Filer/EIN0222756407
ReturnHeader/Filer/PhoneNum03367478186
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 578
ReturnHeader/Filer/USAddress/CityNm0LITCHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0067590578
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG U S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01828 WALNUT ST SUITE 04-100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kansas City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064108
ReturnHeader/PreparerPersonGrp/PhoneNum08164745200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDON JONES
ReturnHeader/ReturnTs02025-05-07T11:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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